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For business lenders, brokers and funding advisors

Business funding leads, worked while they're hot

Ask how much they need, how long they've been open and what they bring in, give each lead to a funding advisor in seconds, and call first.

Talk to us See how it works

We'll set you up and show you around.

Carlos Mendes fills in your form ($75,000, 2 to 5 years open, Good credit) and becomes your lead once they give a phone number. Rule 1: Florida, to the Miami team in turn picks it up; Dana Wells is next, but had 15 of 15 today, so it goes to Owen Price at once, who gets a text about it. Moved to Application in.

Your form

A form for your website, ready the day you start

Put it on your site with one line. It asks what your funding advisors want to know, a step at a time, saves every answer as it's given, and the lead is yours as soon as they leave a phone number or an email.

What a new form asks, in order

  1. How much funding does your business need?
  2. How long have you been in business?
  3. What's your average monthly revenue?
  4. What's your estimated credit?
  5. What's your zip code?
  6. How can we reach you?

Change any question or add your own. The form shows your company's name, never ours.

A new form's first step: Welcome to your free funding review. How much funding does your business need?

Pipeline

A pipeline for business funding leads, ready made

The stages your business funding leads move through, from new to funded. Rename them or add your own in Settings.

  1. New
  2. Contacted
  3. Application in
  4. Offer sent
  5. Funded

Or set aside as Not funded Do not contact

Small business

Made for how funding advisors work

  • Questions that qualify

    How much they need, time in business, monthly revenue and credit, before anything else.

  • From application to funded

    Application in, offer sent and funded, with the deals that don't fund kept apart.

  • Owners' details locked away

    When you ask for an owner's SSN or birth date, it's encrypted, masked and opened only by the roles you choose.

  • Speed to lead

    Rules give each lead out in turn the moment it lands, and its advisor hears at once by email or text.

  • Calls within the rules

    The power dialer keeps to calling hours in the lead's state and passes over anyone marked do not call.

  • Bought leads that hold up

    A business that comes in twice can be merged into the first lead, and a bad lead goes back to its vendor with the reason.

Included

Everything else comes with it

  • Lead distributionRules, turns and daily limits, give back and up for grabs
  • Calls from the browserRecorded and written out, local numbers and a power dialer
  • Vaulty, the AI assistantMakes and moves leads when you ask, and sums up every call
  • Callbacks and calendarsGoogle and Outlook kept in step, and a link to book a time
  • Drips and emailEmails over the days that follow, and one email to many
  • The sales dashboardWhat's working by source and by person, with monthly goals
  • SecurityTwo-step sign-in, locked-away SSNs, each company walled off
  • Spreadsheets and the APIBring leads from any CRM, and send them on to your own systems
  • Forms by your AI assistantMake and change your forms by asking Claude, ChatGPT or Cursor

See everything LeadVault does

Industries

Ready for other industries too

See your business funding leads in LeadVault today

Tell us about your team, and we'll set you up.

Talk to us See the price